Financial companies, in particular smaller ones, got hammered, but Real Estate took the worst blow last week with REACX American Century Real Estate losing -12.72% in 5 days.
5.18.2009
Fund of the Week: BTTRX American Century Target 2025
Bonds rule. BTTRX American Century Target 2025 was up 3.44% last week. This fund has posted solid results since this experiment began on May 1, 2007, but has struggled year to date.
Financial companies, in particular smaller ones, got hammered, but Real Estate took the worst blow last week with REACX American Century Real Estate losing -12.72% in 5 days.
Financial companies, in particular smaller ones, got hammered, but Real Estate took the worst blow last week with REACX American Century Real Estate losing -12.72% in 5 days.
5.17.2009
Portfolio Update: It Ain't Over 'Til It's Over
The pain continues. It Ain't Over 'Til it's Over.
Most of the portfolios are still positive year to date, but my IRAs which have a bit more real estate than the other portfolios, took the biggest hit last week.
Most of the portfolios are still positive year to date, but my IRAs which have a bit more real estate than the other portfolios, took the biggest hit last week.
Wylie Money Slowly
WylieMoney Mostly Managed
ETF 20
Lazy 20 Mostly Index
Three Fund Index
S&P 500
WylieMoney Mostly Managed
ETF 20
Lazy 20 Mostly Index
Three Fund Index
S&P 500
5.11.2009
Fund of the Week: PNRZX Jennison Natural Resources
PNRZX Jennison Natural Resources was up 11.68% last week. Natural Resources and Real Estate lead the pack with Emerging Markets and Value, especially International Value funds, also posting solid gains.
Bonds lost a little ground with TLT iShares Barclays 20+ losing -3.14% during the week.
Bonds lost a little ground with TLT iShares Barclays 20+ losing -3.14% during the week.
5.10.2009
Portfolio Update 5/8/09: Airbag
Not quite as sharp as the decline, still the rebound is impressive. When it ends, I'll wish I had an airbag...
Every portfolio in my experiment is up solidly, year to date. My Brokerage account is up 7.78%. The WylieMoney Slowly portfolio is only down 22% since May 1, 2007. Last time it was at that level was last October.
Every portfolio in my experiment is up solidly, year to date. My Brokerage account is up 7.78%. The WylieMoney Slowly portfolio is only down 22% since May 1, 2007. Last time it was at that level was last October.
WylieMoney Slowly
WylieMoney Mostly Managed
ETF 20
Lazy 20 Mostly Index
Three Fund Index
S&P 500
WylieMoney Mostly Managed
ETF 20 
Lazy 20 Mostly Index
Three Fund Index
S&P 500
5.04.2009
Fund of the Week: Bridgeway Small-Cap Value BRSVX
Bridgeway Small-Cap Value BRSVX gained 5.88% last week. Small Caps, Emerging Markets, Natural Resources all posted solid gains.
Real Estate had a rough week. SSREX SSgA Tuckerman Active REIT l0st 6.16%. Bonds and Financial funds also suffered.
Real Estate had a rough week. SSREX SSgA Tuckerman Active REIT l0st 6.16%. Bonds and Financial funds also suffered.
5.03.2009
Portfolio Update 5/1/09: Two Years In
We've certainly seen a strong rally over the last few weeks. Of course my hypothetical investments have lost a lot of money since I invested them exactly 2 years ago last Friday.
The portfolio I invested one fund at a time for 20 months (WylieMoney Slowly) has held up a little better, but the remarkable thing is that the portfolio of mostly managed funds (WylieMoney), the portfolio of ETFs and the portfolio of mostly index funds (Lazy 20), all invested in the same fund categories, have all performed within just over 1% of each other falling basically -30% over 24 months. They have not tracked each other this closely throughout the 2 years. You can see that year to date, they have over a 2% spread, and that is just the last 5 months.
The other remarkable thing is that several of the portfolios are up this year. Personally, I think April will prove to be the cruelest month by giving us hope and the recent rebound will not last. But I've been wrong before...
The portfolio I invested one fund at a time for 20 months (WylieMoney Slowly) has held up a little better, but the remarkable thing is that the portfolio of mostly managed funds (WylieMoney), the portfolio of ETFs and the portfolio of mostly index funds (Lazy 20), all invested in the same fund categories, have all performed within just over 1% of each other falling basically -30% over 24 months. They have not tracked each other this closely throughout the 2 years. You can see that year to date, they have over a 2% spread, and that is just the last 5 months.
The other remarkable thing is that several of the portfolios are up this year. Personally, I think April will prove to be the cruelest month by giving us hope and the recent rebound will not last. But I've been wrong before...
WylieMoney Slowly
WylieMoney Mostly Managed
ETF 20
Lazy 20 Mostly Index
Three Fund Index
S&P 500
WylieMoney Mostly Managed
ETF 20
Lazy 20 Mostly Index
Three Fund Index
S&P 500
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